Daily Activities
This activity is done in the mornings before you can hand out money.
What is opening the Vault?
Anything and everything about Cross Pointe.
What is the Cross Pointe Branch Procedure Manual?
This is the hub for all things timecard related.
What is ADP?
This person is the Executive Vice President of Retail Development
Who is Marsha Johnston?
This form is used for anyone who wants some new plastic in their wallet.
What is a Debit Card Application?
Don't skim over this task, rain or shine, or someone's money could be down the drain.
What is checking the ATM?
'tis the season for these instructions.
What are the Christmas Club Account Procedures?
A digital rotating billboard for all things Legence.
What is the Dynamic Messaging board?
This person typically ends the day as "good"
Who is Derak in Operations?
This is for someone who needs to set up a Direct Deposit
What is an In Lieu of Voided Check Letter?
You've got 3 Chances to make this happen.
What is answering the phone?
Haven't touched this money in a while.
What are the Dormant Account Procedures?
Moving money so instantly that it could make you dizzy!
What is SPIN?
A former manager themselves, this person now develops talent new and old.
Who is Jessi Long?
Mo' Money, Mo' things to get rid of.
What is selling to the Vault?
You'll find these when you want to know how to let a customer into their "safe spot"
What are the Safety Deposit Box Procedures?
Social Media... at Work
What is Yammer?
You'll want to schedule a meeting with this person for you or a customer who has a "life changing" event.
Who is Paula Rightnowar with Legence Investment Services?
When your Movin' on up, to the east side! (or anywhere really) this is sent.
What is an Address Change Letter?
Scanning and labeling and moving and sorting.
What is scanning things into the Daily Work Folders?
Bye, bye, bye.
What is closing a checking account?
You would think this provides the best music around but only secure investments.
What is a "CD Rate" ?
This person has two official titles and can be found working primarily from their home office.
Who is Alan Hoskins?
Thin as string, this form is used when sending a substantial amount of money...and FAST!
What is a Wire Transfer Form?